Cummings & Lockwood

Do I Have to Tell My Kids About the Trust?

December 6, 2023

Author: Daniel P. Fitzgerald

In this video, Daniel P. Fitzgerald, a Principal in Cummings & Lockwood’s Private Clients Group, discusses the required disclosures that beneficiaries or designated representatives must receive and the information to which they are entitled.

 

© 2024 Cummings & Lockwood LLC. All Rights Reserved.